Sometimes in our role as Consultant, Administrator, or User Support, we go so deep in developing technical skills, that we lose perspective on softer skills that could be holding us back. Today I was reminded of one of those simple skills that it is easy to lose sight of.

Workplace celebrations are more than just fun - they create a culture where people are more likely to innovate, engage, and put in extra effort when needed. Here are 6 ideas for celebrating more, and better, in your workplace.

Organizations are often making big investments into digital customer and employee engagement - without understanding the return. In this article we explore the ROI of a people-centric digital workplace.

When introducing SharePoint, start with something that will benefit all users, and that is easy to manage. Start with Document Management. Here are 6 steps to get started with SharePoint for document management.

Ever wish you could resize columns in a SharePoint view? In Office 365, your wish has been granted. But in SharePoint 2010-2016, it’s not.

There are various ways to fix this, but most require JavaScript. I prefer the CSS way as I always like to have a no-code solution, so let's take a look at how to use CSS to show multi-line text columns in your view.

The struggle is real: over 60% of CRM projects fail to gain user adoption. There are plenty of blogs out there on how to get users to adopt. Today, let's look at the reasons why users don't adopt, and understand the myths and realities beyond these reasons.

One of the hardest things to do is to train users on how to query SharePoint search effectively. Here's a quick way to give users a helping hand when using search to automatically include a wildcard * in the query. Small steps add up to great adoption!

There is so much information available about SharePoint that sometimes it can be confusing to understand exactly what it's all about. Here is a very quick introduction to the facts about Microsoft SharePoint.

Does your team struggle to store, find, share and update documents? You're not alone - Harvard Business Review reports that employees can spend as much as 20% of their time just trying to find the documents that they need to do their job. Let's look at how SharePoint Document Management can help you solve this problem.

Just like getting fit takes more than buying a fitbit and some exercise equipment, adopting CRM takes more than good technology and training. It takes teams, commitments, accountability, setting goals, and celebrations. Walk with me through a CRM burpee challenge to improve your adoption...

Why track my activities in CRM? And why have goals around activity tracking? They're fair questions. Let's take a look at 12 reasons why activity planning and tracking in CRM can be critical for you and your company.

This week I got to witness first hand how a successful Sales Rep is using OneNote and Dynamics 365 to effectively capture notes during the sales process. Below are the insights that came from a follow-up interview with the Rep.

If you’re reading this, I am assuming you already know that Microsoft Flow is the future and replacement of workflows in SharePoint. It is an extremely powerful process automation and integration platform helping to bridge the gap between many Microsoft services and many others. After using Flow for a while, you soon notice this other option called “Add a Scope”. What does that do?

When installing the Outlook App for Dynamics 365, you can sometimes get an error, "We’re sorry - Sorry something went wrong. Please try again or restart the application. Error code: Error_Message_0x80070000". In this article we will look at how to install the Outlook App for Dynamics 365 and get around this error.

Getting ready to implement Dynamics 365 or getting ready to upgrade your existing implementation? Don't forget to make some time to evaluate policies and compliance items as a part of your plan. The following six policy and compliance items are often overlooked, or worse yet, noted as a future to-do that never actually gets done.

Whether you're just starting a CRM or Customer Engagement project, or want to bring more focus to an existing project, these non-technical sessions are designed for sales/marketing/service leaders, project managers, and administrators.

Ready to upgrade or implement a digital workplace or intranet project, but having a hard time convincing your leadership team? Building a business case can be a daunting and nuanced process - let's take a look at some proven approaches for getting buy-in for your SharePoint or similar project.

Want to be able to easily see Accounts, Contacts, Leads or Opportunities that haven't been followed-up within 30 days (or some other period of time)? In this blog we'll review 5 options to help you make sure that no one is slipping through the cracks!

Selling products on Amazon.com? Wouldn't it be great to automatically create a Case every time a review with 3 or fewer stars was published? Now you can - with Microsoft Flow! In this article I'll show you how.